Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stroud is a registered representative with LPL Financial LLC in Springfield, Ohio. David has been working in the financial industry since 2019. David has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and the Securities Industry Essentials Examination. David is registered to provide investment advice in Ohio and Indiana. David has also indicated that they are working with clients in the following categories: High Net Worth Individuals, Corporations or Other Businesses, Individuals Other Than High Net Worth, Pension and Profit Sharing Plans, Charitable Organizations, Other Investment Advisors, and Insurance Companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/08/2020 - Present
LPL Financial LLC (SPRINGFIELD OH)
BOTH
Issued 12/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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